For agencies🔔 Notifications & Messaging
Send receipts and confirmations to requestors
Acknowledge incoming requests and send final confirmations to requestors, each with a printable PDF.
Confirmations is a two-stage outbox: first acknowledge that you received a request, then send a final confirmation once interpreters are assigned. Both stages can generate a requestor-facing PDF.
Step by step
- 1Open the Confirmations page.
- 2Use the Receipts tab to acknowledge newly received requests, or the Assignments tab to send final confirmations for staffed jobs.
- 3Click Generate document on a card to produce a PDF for the requestor.
- 4Check Mark as confirmed or Mark as sent once you have notified the requestor, or use Mark all to clear a batch at once.
- 5Recurring series are grouped into a single card so you can confirm the whole series in one step.
- 6Switch to Sent Confirmations to review what has already gone out by This Month, This Year, or a custom date range.
Tips
- The confirmation PDF is built for external requestors and intentionally leaves out the consumer (patient) name to stay PHI-free.
- Receipt-only PDFs show a "Sourcing in Progress" banner since interpreters are not assigned yet.
- The Sent Confirmations view filters by the date you sent, not the service date, and each card shows a lifecycle timeline of the key timestamps.
- Confirmations must be enabled in your scheduling settings for this workflow to appear.
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